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Add Checklist Items on Issue Transition

Add Checklist Items on Issue Transition

Automatically add Checklist on Issue transition⚡️

💡HINT: You can automatically add a checklist template on issue transition by setting template as default. Read more → https://railsware.atlassian.net/wiki/spaces/CHK/pages/1294532651

Automation Action: Add Checklist Items new

You can use the Add Checklist Items action in Automation for Jira to import any Smart Checklist into an issue automatically.

Steps to setup automation rule:

  1. Go to Settings → Automation

  2. Open an existing rule or click Create rule to start a new one.

  3. If you are creating a new rule

    1. Select and configure a Trigger (e.g. Issue transitioned to in progress ).

  4. Add a Add an action component

  5. Search for Add Checklist Items

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“Add Checklist Items“ automation action

  1. Click Connect

  2. Add checklist items that you want automatically import to an issue in Markdown format

image-20260216-122112.png

💡HINT: Read more about checklist Markdown syntax here → https://railsware.atlassian.net/wiki/x/NwBnBQ

  1. Name your rule, save it, and turn it on

You're done!✅ Now every time the automation rule is triggered, the checklist will be imported.

 

Automation via Checklists Custom Field

  1. Go to Project Settings → Automation → click Create rule

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    Automation in Project Settings

  2. Create a trigger

2.1. Choose Work item transitioned 

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Work item transitioned trigger

2.2. Choose From status (e.g. to do ) and To status (e.g. in progress )

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Select From and To statuses

2.3. Click Next

  1. Add a Checklist

3.1. Add component: Add an action

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Action component

3.2. Add an action: Edit work item

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Edit work item action

3.3. Select Checklists field

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Checklists field is selected

3.4. Fill in the fields with one of the following values:

Choose fields to set

Checklists

Choose fields to set

Checklists

If you want to append Checklist Items - add the following at the beginning and Checklist items in Markdown formatting 👉🏻

{{issue.properties."com.railsware.SmartChecklist.checklist"}}
# Definition of Done - Peer review - System testing - Regression testing - Documentation

If you want to replace the Smart Checklist - just add Checklist items in Markdown formatting 👉🏻

# Definition of Done - Peer review - System testing - Regression testing - Documentation 

If you want to replace the template to the Smart Checklist 👉🏻

{{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}

If you want to append the Smart Checklist with the template 👉🏻

{{issue.properties."com.railsware.SmartChecklist.checklist"}} {{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}

💡HINT: Read more about templates automation here → https://railsware.atlassian.net/wiki/spaces/CHK/pages/3921543201

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Value for the Checklists field

3.5. Click Next

  1. Name your new Automation and Turn it on

    image-20250319-114538.png
    Name and turn on the rule

You're done! Now every time an issue is transitioned from to do to in progress, the proper checklist will be appended to your issue 🎉